https://www.businessinsider.com/gpu-rich-vs-gpu-poor-tech-companies-in-each-group-2023-8?r=US&IR=T
This article provides a clear overview of the current situation. It's worth noting that countries like those in Europe, Switzerland, and parts of the Middle East find themselves in a challenging position as they lack access to the vast GPU clusters needed to compete in the high-cost race of GenAI and LLM innovation. Even initiatives like SwissGPT might struggle to gain traction. It's important to highlight that this isn't due to a lack of know-how or capabilities but rather the reality that this industry has become dominated by Big Tech players.
The primary contenders in this race are the likes of Google, Microsoft, Meta, OpenAI, Anthropic, and Inflection, with Amazon likely in the mix as well, although they appear to be focusing on their Cloud platform. On the global stage, we also have players from China, including Tencent, Baidu, Alibaba, and emerging startups.
This landscape has been shaped by the commercial success and substantial financial resources these major companies possess. Closing the gap would require a concentrated effort with significant investment and expertise within the EU, although this remains a challenge even in light of political statements. While the situation is complex, there's always potential for change and innovation to surprise us.
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